--- title: "Customers : Convert Member Records To Customer " description: member, customer, delete, account, profile, --- [Skip to content](https://support.clubcaddie.com/customers-convert-member-records-to-customer-#main-content) English Show submenu for translations [![CC fiserv. 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Enter your question and get step-by-step tips. - There are no suggestions because the search field is empty. 1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en) 2. [Customers](https://support.clubcaddie.com/customers?hsLang=en) November 7, 2026 # Customers : Convert Member Records To Customer ## Article Contents: This article contains step-by-step instructions on how to convert a member record into a customer profile.    Example Scenario: A member cancels their membership and the club wants to keep their contact record for future marketing and tee time bookings. Staff opens the profile, checks the Membership Ledger, and confirms there is no remaining balance. They delete the member using the Action menu and confirm the change. The profile is now treated as a customer record, so the person is no longer listed as an active member but can still be searched and used for standard customer activity. **Step-by-Step:** **Step 1:** Click the **Customer** module to access member and customer records. ![Navigate to Customers Section](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F1QxsX54WgwrD42NtEKFAEW_doc.png?alt=media&token=2f4537e8-32a8-45b2-a22d-e0e7af98c48d&time=1765990225779) **Step 2:** Use the search to find the member you want to convert, then click their profile to open it. ![Select Member by ID](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2Fbb31gxYGLH7Zi9hVtKJhRW_doc.png?alt=media&token=7ed6af50-3957-4821-9a08-dc2f5f06ab5c&time=1765990225780) **Step 3:** In the member profile, under the **Membership** tab, click the **LEDGER** tab to view transactions tied to the membership. ![Open Ledger Tab](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F2fymL57DXLzxeFaLZtM3Gf_doc.png?alt=media&token=a268ddf8-1abf-4103-b38f-cadaf7d52c96&time=1765990225781) **Step 4:** Make sure the balance is exactly $0.00. If the member owes a balance or has a credit, Club Caddie keeps the membership in place and shows an error message. ![Check the ledger balance](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F7j3PpAweNDdZfJ75rAMdfr_doc.png?alt=media&token=8f79586e-d4b1-40fe-a498-f39161b16b47&time=1765990225782) **![](https://support.clubcaddie.com/hs-fs/hubfs/image-png-Dec-17-2025-05-01-12-2386-PM.png?width=419&height=166&name=image-png-Dec-17-2025-05-01-12-2386-PM.png)** **Step 5:** Go back to the **Member List**, find the member, and click the **Action (⋮)** menu on their row, then click **Delete**. **This deletes the member's whole membership, not a single ledger entry, and you can't undo it from the Member List.** The member's ledger and membership details no longer show on their profile, their membership classes end, and the membership's recurring billing items and minimum spend rules are removed. If this is the primary member, every sub-member on the membership is deleted too. Their invoices stay viewable, and their purchase and playing history stays with their customer record. To make them a member again, sign them up for a new membership. ![Open More Options Menu](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2F6c9XxgbCfdDfHfPfTbqDgK_doc.png?alt=media&token=93ce0c81-8831-47ff-af7d-44593498a4c4&time=1765990225783) **![Choose Delete Option](https://storage.app.guidde.com/v0/b/guidde-production.appspot.com/o/quickguiddeScreenshots%2FiagM7a41uyYbZ4l5V66kbqTBVEx1%2FoPC6JX6HCEEM1hrRYReQNa%2FiEnn8BDQAMMm7c2HDyBBLb_doc.png?alt=media&token=3b794576-5bf0-459d-a845-ddc615d6d797&time=1765990225783)** **Step 6:** Click **Yes** to confirm. 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